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Templates

The following are useful tools to aid in the preparation of Business and Financial Plans.

Simply click on the links below and "Save" the Microsoft Word Documents, Microsoft Excel Spreadsheets, or Microsoft PowerPoint file to a desired folder on your hard disk drive. You may then open them from this location by double-clicking the file names.

Business Plans

Business Plan for a Startup Business, Microsoft Word (doc)
Business Plan for an Established Business, Microsoft Word (doc)
Competitive Analysis, Microsoft Word (doc)
Business Planning Worksheet, Microsoft Word (doc) (PDF version)

Financial Plans

12 Month Cash Flow Statement, Microsoft Excel (xls)
12 Month Cash Flow Statement, Microsoft Excel (xls) This is a single-page Cashflow Statement utilized in our local chapter. It has a side-by-side comparision of monthly Actuals and Estimates for easy comparision.
12 Month Cash Flow Statement-Sample Childcare Center, Microsoft Excel (xls)
This is a multi-page "Sample" Cashflow Statement utilized in our local chapter's workshops. It has been modified to include pages (tabs) for "Budget", "Actual", and "Variance".
12 Month Profit and Loss Projection, Microsoft Excel (xls)
12 Month Sales Forecast, Microsoft Excel (xls)
Break-even Analysis, Microsoft Excel (xls)
Financial History and Ratios, Microsoft Excel (xls)
Four-year Profit Projection, Microsoft Excel (xls)
Loan Amortization Schedule, Microsoft Excel (xls)
Opening Day Balance Sheet, Microsoft Excel (xls)
Personal Financial Statement, Microsoft Excel (xls)
Projected Balance Sheet, Microsoft Excel (xls)
Start-up Expenses, Microsoft Excel (xls)

Other

Bank Loan Request, a Microsoft Word document containing a sample cover letter for a bank loan request.
Creating an Organizational Chart, Microsoft PowerPoint (ppt) (see PowerPoint note at top right)
Nondisclosure Agreement (pdf), reprinted with permission from the book Nondisclosure Agreements: Protect Your Trade Secrets & More by Attorneys Richard Stim and Sephen Flishman, published by Nolo, Copyright 2005. You can purchase this book at www.nolo.com or fine booksellers everywhere.

PowerPoint Note

You will need a functional version of Microsoft PowerPoint 97 or later software installed on your computer to utilize a PowerPoint template once it has been downloaded onto your computer.

A viewer, including your web browser, will not allow you to make modifications to a template.

Sample Business Plans

For Sample Business Plans, Marketing Plans, Advertising Plans, Mission Statements, Exectutive Summary, click here.

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